Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$517K Sell
2025
Q2
$319K Buy
2025
Q1
$253K Buy
2024
Q4
$233K Buy
2024
Q2
Sell
2024
Q1
$507K Sell
2023
Q4
$639K Buy
2015
Q2
Sell
2015
Q1
$132K Sell
2014
Q4
$121K Sell
2014
Q3
$175K Buy